Cortney James Albanese

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT

Previous Registrations

• 2009-06-04 → 2013-03-06
  Osaic Fa, Inc.
  Salt Lake City, UT
• 2009-02-19 → 2009-05-18
  Integrity Alliance, Llc.
  Cottonwood Heights, UT
  Urbandale, IA
  Cottonwood Heights, UT
• 2006-12-13 → 2008-10-02
  Equitable Advisors, Llc
  Salt Lake City, UT

Other Businesses

1) ALBANESE CONSULTING LLC POSITION: Manager NATURE: LLC set up for personal tax strategies. Does not involve any clients INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2017 ADDRESS: 2538 W 11370 S, SOUTH JORDAN UT 840958384, United States; DESCRIPTION: Bookkeeping for personal LLC 2) INTEGRATED FINANCIAL GROUP POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2016 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84095, United States DESCRIPTION: Fixed AnnuitiesLong Term Care Variable Annuities Life Insurance Index Annuities 3) INTEGRATED 106, LLC POSITION: member NATURE: This is an LLC that has been created to own a building that will be built and in 2018 we will likely move our office to this location INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2017 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84095, United States DESCRIPTION: yearly tax return 4) PROSECOO PARADISE LLC POSITION: manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2021 ADDRESS: 2538 W 11370 S, SOUTH JORDAN UT 84095, United States DESCRIPTION: manage property within the LLC 5) EP2021, LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/15/2021 ADDRESS: 112 North Curry Street, Carson City NV 89703, United States DESCRIPTION: looking over reports, giving opinions about directions the company should take. Advisory board 6) CA & CK VENTURES LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2003 ADDRESS: 10610 South Jordan Gateway, Ste 210, South Jordan UT 84095, United States DESCRIPTION: I have a car within this LLC for asset protection under the business 7) SWIM AND LINKS OASIS LLC POSITION: Member NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 2538 West 11370 South, South Jordan UT 84095, United States DESCRIPTION: do the accounting for rental property from income to expenses generated from the property 8) CORTNEY ALBANESE POSITION: notary NATURE: individual INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/22/2025 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84095, United States DESCRIPTION: notarize forms 9) DESERT LINKS OASIS LLC POSITION: member NATURE: Real Estate holding INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2025 ADDRESS: 2538 West 11370 South, South Jordan UT 84095-8384, United States DESCRIPTION: pay the bills associated with the real estate held within the LLC 10) CHAMPIONS FOR CHARITY INVITATIONAL LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2026 ADDRESS: 2538 West 11370 South, South Jordan UT 84095-8384, United States DESCRIPTION: Help coordinate a charity golf tournament annually

Exams

• S66 Uniform Combined State Law Examination
  2006-11-14